Trump provoziert in Davos - Japan-Zinsen drehen den Markt

from TimmInvest Podcast - Thomas Timmermann alles zur Börse · host Börsen Radio Network AG - TimmInvest

Davos wird zur Bühne für Trump. Die Märkte reagieren erstaunlich ruhig. Thomas Timmermann erklärt, warum Grönland politisch brisant bleibt, für Investoren aber kaum zählt. Entscheidend seien steigende Zinsen in Japan, globale Kapitalströme und der Druck auf US-Hypotheken. Europa zeigt relative Stärke. Der Europa Plus Fonds setzt auf Absicherung, Optionen und kontrollierte Volatilität.

Episode metadata supplied by the publisher feed · Published Jan 21, 2026

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Trump provoziert in Davos - Japan-Zinsen drehen den Markt

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This episode was published on January 21, 2026.

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